Planning for the Future, Part 2: Trusteeship

Recorded on March 15, 2023

Presented by: Trista D. Carey of Schnell, Hardy, Jones LLP Lawyers

We don’t always agree with how people manage their money. It can be challenging when they can understand the consequences of their financial decisions, but it’s something else altogether when they cannot. What happens then? Who has the authority to assist an adult when they cannot make reasonable financial decisions on their own? Enter The trustee. A trustee is a legally appointed individual or corporation who has the fiduciary responsibility to manage another person’s money. Join us to learn more about the different types of trusteeship, how you obtain a Trusteeship Order, what a trustee’s responsibilities and authorities are, and what an Examination of Accounts entails.

• Trusteeship Tip Sheet
• Represented Adult Trusteeship Fillable Intake Form
• Represented Adult Examination of Accounts Fillable Worksheet